Position in YUM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$392,935
-$7,270 QoQ
Shares Held
2,458
-4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#828
of 1,431 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in YUM Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $9,268,487 across 10 Restaurants names. YUM ranks #3 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
|
74,899 | $7,653,928 | |
| 2 | MCD |
Mcdonalds Corp
|
2,987 | $807,415 | |
| 3 | YUM |
Yum Brands Inc
This page
|
2,458 | $392,935 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
6,610 | $224,740 | |
| 5 | YUMC |
Yum China Holdings, Inc.
|
2,517 | $102,869 | |
| 6 | DRI |
Darden Restaurants Inc
|
139 | $28,635 | |
| 7 | BROS |
Dutch Bros Inc.
|
357 | $25,636 | |
| 8 | QSR |
Restaurant Brands International Inc.
|
350 | $25,378 |
All Filings in YUM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $392,935 | 2,458 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $400,205 | 2,574 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $377,292 | 2,494 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $381,672 | 2,511 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $371,931 | 2,510 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $411,653 | 2,616 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $393,625 | 2,934 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $409,909 | 2,934 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $405,857 | 3,064 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $409,988 | 2,957 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $386,361 | 2,957 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $370,946 | 2,969 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $421,192 | 3,040 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $401,391 | 3,039 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $389,235 | 3,039 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $333,694 | 3,138 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $356,194 | 3,138 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $371,828 | 3,137 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $435,603 | 3,137 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $393,471 | 3,217 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $370,051 | 3,217 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $347,906 | 3,216 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $349,128 | 3,216 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $293,529 | 3,215 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $278,459 | 3,204 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $220,735 | 3,221 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||